How to Reactivate a Customer Survey Answer in CRM

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Overview:

This article provides step-by-step instructions on how to reactivate a Customer Survey Answer using Xvantage CRM. By applying filters on the specific questions, users can easily locate and restore previously deactivated survey answers, moving them from the Inactive to the Active Customer Survey Answers view.

Process:

  1. Go to My Apps and open Okta.

  2. In Okta search for Xvantage for Associates(X4A) and open it.

  3. Within X4A hover over the left navigation menu and click Sales.

  4. Select CRM from the Sales sub-menu.

  5. In CRM sidebar menu, navigate to Customer Survey and select Customer Survey Answers.

  6. Change your view to Inactive Customer Survey Answers.

  7. Click the Name column header and select Filter by.

  8. Click the drop-down and switch Equals to Contains.

  9. Enter the specific survey question in the empty field, then click Apply.

  10. Once results appear, check the box next to the relevant answer to select it.

  11. Click Activate on the command bar.

  12. When prompted, click Activate again to confirm. The selected answer will be moved back to the Active Customer Survey Answers view.